Empower relationship managers

Enhance the client experience

Enhance the client experience with seamless, 24/7 interactions in the customer’s preferred method.

How it works

The Intelligent Sales Advisor scenario offers advanced capabilities that make it possible to understand the customer and what they want while providing a personal touch and performing at scale.

Financial institutions who implement the solution will help engage customers with timely personalised interactions. Organisations will also empower their relationship managers with a holistic 360-degree view of customers and actionable insights. Client experiences will be enhanced with seamless, 24/7 interactions in the customer’s preferred method of communication.

Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales contains information from each advisor-client interaction and creates opportunity details that advisors can leverage to shorten the sales cycle. It provides advisors with a holistic view of their current and potential clients.

Microsoft Office 365

Microsoft Office 365 is a suite of productivity applications that includes Outlook, PowerPoint, Word, Excel, and OneNote. The Profile Card in Office 365 gives advisors a quick and easy way to collect more information from current and potential clients without having to leave their workflow. 365 enables advisors to be more productive and collaborate across their entire organisation more efficiently.

LinkedIn Sales Navigator

LinkedIn Sales Navigator is a prospecting tool that helps sales teams identify potential customers and conduct personalised outreach. This solution integrates with Microsoft Dynamics 365 so InMails, messages, and notes from the Navigator are automatically written into Microsoft Dynamics 365 for easy and quick access. Help sellers find the decision-makers and influencers they can sell to on LinkedIn.

Connect with Microsoft Services

Digital advisors, engineers, consultants, and support professionals from Microsoft Services can help you plan and implement your own intelligent customer journey with Microsoft and partner products, services, software and devices. For more information, contact your Microsoft Enterprise Services Account Representative.